Latin America Economics Update Brazil’s export boom likely to fade The surge in Brazil’s exports since the start of the pandemic has helped the economy recover more quickly than we and most others had anticipated. And unlike previous spikes in exports, some of the... 6th July 2023 · 4 mins read
UK Economics Chart Pack UK Economics Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 6th July 2023 · 1 min read
Asia Economics Update Sri Lanka – better times lie ahead Twelve months on from last year’s political and economic crisis, Sri Lanka is slowly getting back on its feet. The economy looks set to rebound steadily over the coming quarters helped by a sharp drop... 6th July 2023 · 3 mins read
Australia & New Zealand Rapid Response Australia International Trade (May 2023) 6th July 2023 · 2 mins read
Emerging Markets Economics Update EM current account risks have declined sharply A significant number of EMs that were running large current account deficits last year – including much of Central and Eastern Europe (CEE), Peru and Chile – have seen dramatic improvements in their... 5th July 2023 · 3 mins read
US Economics Weekly Consumption and core inflation losing momentum The apparent weakness of consumption growth and slowdown in core inflation in the second quarter leave us a bit more confident in our view that the Fed’s next rate hike will prove to be the last. 30th June 2023 · 10 mins read
China Chart Pack China Chart Pack (Jun. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 30th June 2023 · 1 min read
Asia Economics Weekly Pakistan agrees IMF deal, but will they stick to it? The agreement of a loan deal between Pakistan and the IMF today should put the economy back on a more secure footing and limit the biggest downside risks. However, past experience suggests that the... 30th June 2023 · 10 mins read
Global Economics Update World trade resumes its decline World trade fell in April and timelier data point to a further fall in May, partly due to a sharp drop in Chinese exports which reversed all of their rebound from earlier this year. And weak demand... 29th June 2023 · 4 mins read
India Economics Update External vulnerabilities are diminishing The sharp narrowing in India’s current account deficit in Q1 was largely due to the strength in services exports. Looking ahead, we think the deficit will narrow to 1.0% of GDP across 2023 as a result... 28th June 2023 · 3 mins read
Middle East & North Africa Chart Pack Tourism’s long road to recovery The hit to tourism in the region from the COVID-19 pandemic finally appears to be over. Receipts and arrivals are now back to, or even above, seasonal norms in almost all countries. This will be... 27th June 2023 · 10 mins read
Japan Economics Update Friend-shoring picking up pace beneath the surface At first glance, there’s little sign of friend-shoring among Japanese firms as they have directed a rising share of their outward foreign direct investment at China. However, this largely reflects... 26th June 2023 · 4 mins read
Middle East & North Africa Economics Weekly Takeaways from Egypt FM briefing; our latest forecasts The key takeaways from a recent briefing with Egypt’s Finance Minister Mohammed Maait are that the government is committed to keeping fiscal policy tight and bringing the government debt-to-GDP ratio... 22nd June 2023 · 6 mins read
Middle East & North Africa Economic Outlook Oil output cuts driving Gulf slowdown Economic growth across the region will be much weaker this year than last and our forecasts are generally below the consensus. We think regional growth will come in at just 1.4%, one of the weakest... 21st June 2023 · 20 mins read
Europe Economic Outlook Stagflation to drag on, rates near peak We expect the mild recession in the euro-zone to drag on for the rest of the year. The drop-back in energy prices will provide some relief for households and companies but will be partly offset by... 21st June 2023 · 32 mins read
Emerging Markets Economics Update What to make of policy shifts in Turkey and Nigeria Governments in Turkey and Nigeria have started to turn away from unorthodox economic policies in recent weeks, and in both cases currencies have been allowed to move closer to fair value. The key... 21st June 2023 · 3 mins read
